Square 9 Softworks Features
Platform (13)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 25 Square 9 Softworks reviews.
Integration APIs
As reported in 20 Square 9 Softworks reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Based on 20 Square 9 Softworks reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Based on 28 Square 9 Softworks reviews. Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Based on 27 Square 9 Softworks reviews. Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
As reported in 22 Square 9 Softworks reviews. Is accessible from a mobile device and by users on the go.
Reporting
Based on 19 Square 9 Softworks reviews. Provides analytics tools that reveal important business metrics and track progress.
Dashboards
As reported in 18 Square 9 Softworks reviews. Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. This feature was mentioned in 41 Square 9 Softworks reviews.
Performance and Reliability
As reported in 49 Square 9 Softworks reviews. Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
As reported in 44 Square 9 Softworks reviews. Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Based on 43 Square 9 Softworks reviews. Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems. This feature was mentioned in 41 Square 9 Softworks reviews.
File Management (11)
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. This feature was mentioned in 49 Square 9 Softworks reviews.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. This feature was mentioned in 45 Square 9 Softworks reviews.
OCR Scanning
Based on 45 Square 9 Softworks reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file. This feature was mentioned in 43 Square 9 Softworks reviews.
Collaboration
Based on 44 Square 9 Softworks reviews. Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission. 43 reviewers of Square 9 Softworks have provided feedback on this feature.
Form Creation
Able to create and manage submittable user forms. 44 reviewers of Square 9 Softworks have provided feedback on this feature.
Portals and Sites
Able to create user portals and sites. 43 reviewers of Square 9 Softworks have provided feedback on this feature.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. 42 reviewers of Square 9 Softworks have provided feedback on this feature.
Search
Can easily find files via a simple and/or advanced search. 49 reviewers of Square 9 Softworks have provided feedback on this feature.
Web Interface
Based on 45 Square 9 Softworks reviews. Ability to access documents via a web interface without a client being installed on a device.
Workflow (5)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. 46 reviewers of Square 9 Softworks have provided feedback on this feature.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules. 45 reviewers of Square 9 Softworks have provided feedback on this feature.
Activities
Based on 43 Square 9 Softworks reviews. Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. This feature was mentioned in 49 Square 9 Softworks reviews.
Case Management
As reported in 40 Square 9 Softworks reviews. System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Customization (9)
Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable. This feature was mentioned in 58 Square 9 Softworks reviews.
Process Design
Based on 59 Square 9 Softworks reviews. The ability to create custom workflows aligned with business objectives.
Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. This feature was mentioned in 56 Square 9 Softworks reviews.
No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. 49 reviewers of Square 9 Softworks have provided feedback on this feature.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. This feature was mentioned in 47 Square 9 Softworks reviews.
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates 26 reviewers of Square 9 Softworks have provided feedback on this feature.
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers This feature was mentioned in 26 Square 9 Softworks reviews.
Multi-page Forms
Based on 24 Square 9 Softworks reviews. Allows users to create forms with more than one page
Design
Based on 25 Square 9 Softworks reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Collaboration (4)
Permissions for Sharing
Enable decision-makers to easily share processes with the proper employees. This feature was mentioned in 54 Square 9 Softworks reviews.
Data Unification
As reported in 52 Square 9 Softworks reviews. Compile data from across all systems so that users can view relevant information easily.
Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. 58 reviewers of Square 9 Softworks have provided feedback on this feature.
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process. 55 reviewers of Square 9 Softworks have provided feedback on this feature.
Process Management (7)
Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together. 53 reviewers of Square 9 Softworks have provided feedback on this feature.
Process Analysis
Based on 52 Square 9 Softworks reviews. Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. 53 reviewers of Square 9 Softworks have provided feedback on this feature.
Unstructured Processes
Provides the ability to manage unstructured processes. 45 reviewers of Square 9 Softworks have provided feedback on this feature.
API Connection
Connect with existing systems via API. This feature was mentioned in 45 Square 9 Softworks reviews.
Intelligence
Gives user machine learning tools for intelligent process improvement 49 reviewers of Square 9 Softworks have provided feedback on this feature.
Document Approval
As reported in 57 Square 9 Softworks reviews. Streamline and simplify document approval processes.
Platform Content (6)
Forms Library
As reported in 10 Square 9 Softworks reviews. Provides users with a pre-built library of templated forms related to the hiring process.
E-Forms
Provides electronic forms for employees to complete. 10 reviewers of Square 9 Softworks have provided feedback on this feature.
E-Signature
Enables new hires to sign forms electronically.
Background Checks
Enables the employer to perform background checks.
Offer Letter Approvals
Provides user with offer letter templates.
Offer Letter Templates
Enables all stakeholders to approve offer letters.
Platform Additional Functionality (8)
Self-Service Portal
Enables employees to login and view their onboarding process.
Automated Team Introductions
Introduces new hires to employees based on org chart.
Compliance Training
Provides training on relevant compliance issues.
Automated Onboarding Workflows
Provides workflows which track new hire progress.
Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
Integration
Based on 38 Square 9 Softworks reviews. Integrates with other applications to support document storage, document management, process automation and/or workflow management
File Conversion
Supports the conversion of uploaded documents to other file types This feature was mentioned in 41 Square 9 Softworks reviews.
Windows and Mac
Based on 35 Square 9 Softworks reviews. Supports operations on both Windows and Mac
Platform Data (3)
Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
Visualization
Contains tools to visalize data sets or workflows.
Invoice Management (3)
Capture
Provide features to capture invoices such as import or scanning 32 reviewers of Square 9 Softworks have provided feedback on this feature.
Supplier Portal
Allow suppliers to submit invoices using an online portal 26 reviewers of Square 9 Softworks have provided feedback on this feature.
Repository
Based on 28 Square 9 Softworks reviews. Deliver a central repository of AP documents, such as POs and invoices
Invoice Processing (4)
Matching
Based on 28 Square 9 Softworks reviews. Ability to match AP invoices to POs, contracts, or payments
Payments
Identify incomplete or late supplier payments This feature was mentioned in 28 Square 9 Softworks reviews.
Workflows
Based on 32 Square 9 Softworks reviews. Include workflows for approvals and invoice processing
Tax Compliance
Based on 27 Square 9 Softworks reviews. Comply with local and global tax regulations for collections
Analytics (3)
Due Dates
Based on 29 Square 9 Softworks reviews. Track invoices based on due dates to identify overdue payments
Benchmarking
As reported in 27 Square 9 Softworks reviews. Ability to compare AP automation metrics with other companies
KPIs
Based on 26 Square 9 Softworks reviews. Monitor KPIs such as time to process an invoice or erroneous payments
Integration (3)
Accounting
Based on 30 Square 9 Softworks reviews. Provide integration with accounting and financial management software
Payment Integration
Based on 26 Square 9 Softworks reviews. Integrate with payment gateways and enterprise payments software
ERP
As reported in 28 Square 9 Softworks reviews. Deliver integrations with accounting modules of ERP systems
Recruiting and Onboarding (2)
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Risk (3)
Analysis
Based on 29 Square 9 Softworks reviews. Reduces future risks through root cause analysis and process improvement
Identification
As reported in 31 Square 9 Softworks reviews. Reduces frequency of errors, identifies risk and improves efficiency
Scoring
As reported in 28 Square 9 Softworks reviews. Scores suppliers and employees based on risk factors
Recovery (2)
Recoup
As reported in 27 Square 9 Softworks reviews. Identifies and recoups funds and prevents errors from happening again
Reporting
Based on 31 Square 9 Softworks reviews. Offers reporting to aid in minimizing future lost profits and process breakdown
Audit (4)
Filters
Based on 31 Square 9 Softworks reviews. Includes a library of audit-tested filters to identify AP outliers that are outside company policy
Post Audits
Based on 27 Square 9 Softworks reviews. Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims
Overpayments
Detects and prevents a wide range of overpayment errors This feature was mentioned in 25 Square 9 Softworks reviews.
Duplicates
Detects and prevents a wide range of duplicate payments 28 reviewers of Square 9 Softworks have provided feedback on this feature.
Fraud (3)
Vendor Checks
Enables automatic checks of new vendors being set up in the system to combat potential billing schemes This feature was mentioned in 27 Square 9 Softworks reviews.
Data Generation
Based on 31 Square 9 Softworks reviews. Generates comprehensive data needed to conduct a thorough investigation
Monitoring
As reported in 28 Square 9 Softworks reviews. Provides continuous, proactive fraud monitoring across multiple systems and data formats
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process. 54 reviewers of Square 9 Softworks have provided feedback on this feature.
Operating System (3)
PC Operating System
As reported in 49 Square 9 Softworks reviews. Supports Microsoft Windows operating system
Mac Operating System
Supports macOS operating system This feature was mentioned in 28 Square 9 Softworks reviews.
Linux Operating System
Supports Linux operating system This feature was mentioned in 20 Square 9 Softworks reviews.
Document Processing (5)
File Type
Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.) 45 reviewers of Square 9 Softworks have provided feedback on this feature.
Data Extraction
Processes data from unstructured and semistructured data sources This feature was mentioned in 44 Square 9 Softworks reviews.
Mobile Capability
Allows for mobile upload of documents and images This feature was mentioned in 34 Square 9 Softworks reviews.
Intelligent Processing
As reported in 40 Square 9 Softworks reviews. Provides AI and machine learning tools to accelerate data analysis
Image Enhancement
As reported in 40 Square 9 Softworks reviews. Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)
Additional Functionality (5)
Embedded Forms
Based on 22 Square 9 Softworks reviews. Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Based on 19 Square 9 Softworks reviews. Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved This feature was mentioned in 24 Square 9 Softworks reviews.
Payments
As reported in 21 Square 9 Softworks reviews. Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device 23 reviewers of Square 9 Softworks have provided feedback on this feature.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Business Process Management (7)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - OCR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Onboarding (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AP Automation (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





